{"id":54138,"date":"2018-03-25t15:30:05","date_gmt":"2018-03-25t19:30:05","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=54138"},"modified":"2018-03-30t13:22:36","modified_gmt":"2018-03-30t17:22:36","slug":"basics-tax-season-work-flow","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/03\/25\/basics-tax-season-work-flow\/","title":{"rendered":"basics of tax season work flow"},"content":{"rendered":"

\"numbers<\/a>having everyone follow the same procedures makes busy season less stressful.
\n<\/strong><\/p>\n

by jassen bowman<\/i>
\ntax resolution systems<\/i><\/a><\/p>\n

there is a challenge associated with creating a one-size-fits-all work flow model for a tax office: not everybody operates the same.<\/p>\n

more on tax resolution:<\/b> overcome objections in 7 steps<\/a> | 12 rules for phone calls<\/a> | lead generation marketing must happen daily<\/a> | 3 checklists for office communication<\/a> | what to say on phone calls about fees<\/a> | use checklists to manage your tax firm<\/a> | tax resolution staff roles and responsibilities<\/a> | follow up with leads longer<\/a>
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in general, we have identified four basic tax season operational models that appear to be common:<\/p>\n

    \n
  1. walk-in service with return prepared right then and there<\/li>\n
  2. by appointment only, with the return often delivered at a second appointment<\/li>\n
  3. drop-off service<\/li>\n
  4. mobile service, in which you go to them<\/li>\n<\/ol>\n

    read more →<\/a><\/p>\n